Initiative Search

The Initiative Search feature serves as an essential tool for field workers, providing a detailed understanding of all the initiatives supported by the organization. This feature not only acts as a knowledge repository but also serves as a reference guide during conversations with respondents, helping field workers effectively communicate the benefits and processes of various initiatives.

1. Accessing the Initiative Search Page

• Navigate to the Initiative Search tab:

  • Open the app and go to the Initiative Search page.

  • Here, field workers can search for available initiatives based on various filters, such as Benefit Type, Category, Department, Mode of Application, and Documents.

  • To search for a specific initiative, click on the Search button and enter the initiative name (either partially or fully). A list of matching initiatives will appear. The user can then click on the desired initiative to view its details.

  

2. Viewing Initiative Details

Once a field worker performs the search, they will be able to see the following details for each initiative:

Initiative Details:

• Initiative Name: The name of the program or scheme being offered (e.g., Government Housing Scheme, Scholarship for Students).

Description:

• A detailed description of the initiative, outlining its purpose, goals, and what it aims to achieve for the respondents.

• Example: "The Government Housing Scheme provides low-income families with subsidies to build affordable homes."

Evidence Needed:

• If the field worker needs to upload an evidence for status change.

Category:

• The initiative’s classification, such as Healthcare, Education, Employment, or Housing, helping field workers quickly understand the type of initiative. Configured by the organization.

Mode of Application:

• Information on how the initiative’s application can be submitted.

• Example: "Online submission or Offline submission".

Parent Initiative:

• If the initiative is part of a larger program or scheme, this field will list the overarching program it belongs to.

Eligibility Criteria:

• Specific requirements that a respondent must meet to qualify for the initiative.

• Example: "Applicant must be a resident of the district, aged between 18-60, and earn less than 25,000 INR per month."

Process Steps:

• A step-by-step guide outlining the process to apply for the initiative, from registration to application submission and approval.

• Example:

  • Register with the initiative.

  • Submit required documents.

  • Wait for approval.

  • Benefit delivery.

Documents Needed to Apply for the Initiative:

• A checklist of all required documents the field worker and respondent need to gather before applying.

• Example: "Identity proof (Aadhar card), Address proof (Utility bill), Income proof (Salary slip or income certificate)."

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Why the Initiative Search Page is Essential

• Knowledge management: Field workers can use this page as a reference guide to learn about the initiatives offered by the organization, helping them provide accurate information when speaking with respondents.

• Simplifies the Search Process: Quickly find relevant initiatives based on criteria such as location, eligibility, and category.

• Comprehensive Information: Field workers have immediate access to all the details they need to guide respondents through the application process.